O'Rourke & Akers, PA DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: O'Rourke & Akers, PA
  • Sponsor EIN: 593364558
  • Sponsor Address: 4940 BEACH BOULEVARD, JACKSONVILLE, FL, 32207
  • Plan Type: DC
  • Total Participants: 5
  • Total Assets: $1.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$1.9M$75,000$0
20236$1.6M$0$0
20226$1.4M$75,000$0

Similar Plans